Cambridge Investment Research Advisors’s Simplify US Equity Income ETF SPUC Stock Holding History

Cambridge Investment Research Advisors’s Portfolio SPUC Stock Details SPUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,813	Closed	-$345K	–	3424
2024 Q1	$345K	Buy	+8,813	New	+$314K	﹤0.01%	2595

Other funds holding SPUC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors's SPUC Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of Simplify US Equity Income ETF (SPUC) in Q2 2024, closing a stake of 8,813 shares — an estimated $345K sold.

Cambridge Investment Research Advisors first reported a position in SPUC in Q1 2024 and held it in 1 quarter. The position peaked at $345K in Q1 2024. 6 funds tracked by Wall St. Rank hold SPUC as of Q2 2024.

Cambridge Investment Research Advisors reported no remaining Simplify US Equity Income ETF position as of Q2 2024 after selling out during the quarter.
Cambridge Investment Research Advisors sold 8,813 Simplify US Equity Income ETF shares in Q2 2024, an estimated $345K.
Cambridge Investment Research Advisors first reported a position in Simplify US Equity Income ETF in Q1 2024 and held it in 1 quarter.
Cambridge Investment Research Advisors's Simplify US Equity Income ETF position peaked at $345K in Q1 2024.
6 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.